Sustainable & Impact Investing: Engage in the momentum of our changing world
The world is quickly evolving around us. Across every industry and sector, technology is transforming the way we live and do business.
Sustainable and impact investing offers you an innovative way to take advantage of this rapid change — with new opportunities to pursue competitive financial returns, while delivering environmental and social outcomes and aligning your portfolio with your personal priorities.
Build a portfolio fueled by the power of innovation
Pursue competitive performance, with more data
Sustainable investing combines sustainability analysis with traditional financial analysis to help you:
- Better manage potential risks, as you seek competitive returns.
- Get visibility into which companies may be best suited to meet the challenges of our changing world — and even thrive in this landscape.
- Tap into new investment opportunities that may fit your goals.
Certain research has shown that investments that incorporate sustainability data have offered competitive performance:
6.9% vs. 3.8%
According to Eaton Vance, over the first six months of 2023, sustainable funds outperformed traditional funds on a relative basis, with median returns of 6.9% compared with 3.8% for traditional funds.1
Past performance is no guarantee of future results, especially past performance for a period as short as 6 months.
72%
of institutional investors cite leveraging sustainability criteria in investment decisions can create an improved alpha opportunity.2
70%
In KPMG’s 2022 CEO Outlook survey, 70% of the global CEOs said that their company’s sustainability programs improved their overall financial performance.3
Align your portfolio to your personal preferences
You can align your investments with priorities like People, the Planet, or Principles of Governance. By looking across these broad categories, you can choose strategies that help you express your individuality, while driving positive change in the world.
Access a full suite of choices
Choose from a range of sustainability strategies that target a variety of investing preferences and themes. Your advisor will work with you to evaluate your financial goals and discuss your sustainability preferences, to identify a personalized investment approach that best fits your unique situation.
Learn more about sustainable investing and talk to an advisor to learn how sustainable investing can help you pursue your goals.
A private wealth advisor can help you get started.
1 Eaton Vance, “New Report Affirms Sustainable Fund Outperformance in First Half of 2023,” September 13, 2023.
2 Cerulli, U.S. Environmental, Social, and Governance Investing 2023 Report
3 KPMG International, “KPMG 2022 CEO Outlook,” October 2022.
Sustainable and Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.